Opinions by Allan Jacobs | StockChase
61
Allan Jacobs

Director of Small-Cap Investments

ON STOCKCHASE SINCE Oct 2007

Sprott Asset Management Inc.


Opinions by Allan Jacobs



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Signal Opinion Expert Chart

2009-11-24

TOP PICK
Avion Gold (AVR-T (Dead))
Started in Mali with a gold mine and will do about 50,000 ounces this year with a run rate of about 85,000-90,000 ounces. Trades at about .6X asset value and about 3X next year's cash flow. Huge exploration potential.
Mining
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $0.440
Owned: Yes

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2009-11-24

TOP PICK
Com Dev International Ltd. (CDV-T (Acquired)
Manufactures space hardware subsystems. World leader in the commercial market for communications satellites. Business is growing and backlog is improving. Winning quite a few new contracts. Also have a system for tracking ships. Expecting a number of government contracts, both US and Canada.
Telecommunications
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $3.630
Owned: Yes

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2009-11-24

HOLD
Coastal Energy (CEN-T (Dead2))
Producing about 10,000 barrels a day. Located offshore Thailand. Have an exploration target their drilling that could be very prospective. Trading at about 3X CASH flow.
oil/gas
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $5.150
Owned: No

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2009-11-24

PARTIAL BUY
Core Gold Inc (CGLD-X)
3 projects in Ecuador, which has been a very tough place for mining to start. Pretty sure this is the first gold company that has started production. Extremely cheap because of location. Could reach 250,000 ounces a year in 3 years. Trades at about 3X next year's cash flow. Wouldn't put all your money in this.
precious metals
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $6.060
Owned: Yes

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2009-11-24

PAST TOP PICK
Canacol Energy Ltd. (CNE-T)
(A Top Pick Sept 10/09. No change.)
oil/gas
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $0.335
Owned: Yes

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2009-11-24

HOLD
Farallon Resources (FAN-T(dead))
Zinc with several by-products in Mexico. Low cash cost because of all the by-products. Start-up hasn't been too bad. Trading at about 3X next year's cash flow. On his radar screen.
precious metals
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $0.445
Owned: No

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2009-11-24

DON'T BUY
GLG Life Tech (GLG-T)
Markets a natural sweetener. Fairly big in Asia but small in North America. Sales and earnings are growing quite nicely. Had a couple of hiccups and is ahead of itself. Trading at about 30X next year's earnings and about 13X next year's EBITDA. Also sensitive to a higher Cdn$.
food services
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $8.470
Owned: Unknown

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2009-11-24

PAST TOP PICK
Glentel Inc. (GLN-T (Dead))
(A Top Pick Sept 10/09. Up 4.19%.)
electrical/electronic
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $14.450
Owned: Yes

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2009-11-24

DON'T BUY
Lake Shore Gold (LSG-T (Acquired)
Very good gold company. Acquired West Timmins. Sold his holdings because he thought stock had gone up a lot and it may be a little ahead of itself.
precious metals
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $4.060
Owned: No

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2009-11-24

TOP PICK
Angle Energy Inc (NGL-T (Dead))
Oil/gas and mainly gas with a lot of liquids producer in Western Canada. Excellent management. Very low findings/operating costs. Got hit when natural gas tanked. Will be using horizontal drilling. 2 big resource potentials, 1 in gas and 1 in oil. Recently made an acquisition.
oil/gas
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $6.050
Owned: Yes

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2009-11-24

BUY
Osisko Exploration Ltd. (OSK-T (Dead))
Very large gold reserve and resource in Quebec. Recently raised a ton of money so is pretty well cashed up to develop the mine. Possible takeover target.
metal mines
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $8.030
Owned: Unknown

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2009-11-24

PAST TOP PICK
Seacliff Construction Corp. (SDC-T (Dead))
(A Top Pick Sept 10/09. Up 27.14%.) Just did an acquisition, which will grow their earnings by 30%.
contractors
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $10.890
Owned: Yes

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2009-11-24

BUY
Sensio Technologies Inc. (SIO-X (Unlisted)
Has a patent to enable 3-D technology to work in consumer electronics such as games, TV sets, consoles, etc. Have good relationships with several manufacturers. Expect the stock to be a lot higher in 6-12 months.
electrical/electronic
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $2.870
Owned: Yes

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2009-09-10

COMMENT
A Comment -- General Comments From an Expert 
Natural gas. Bullish on gas. Production has been falling by about 30% from existing wells and there is not much drilling because of the low price. Price could double or triple in 1 or 2 years and some stocks are starting to reflect this. Likes low cost gas such as in the Montney. Likes and owns Orleans Energy (OEX-T), Monterey Exploration (MXL-T), Fairborne Energy (FEL-T), Vero Energy (VRO-T) and Insignia Energy (ISN-T).
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $0.020
Owned: Yes

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2009-09-10

COMMENT
A Comment -- General Comments From an Expert 
Small-cap tech stocks. There are a lot of good things to buy and it is very bottom-up driven. He owns Mosaid (MSD-T), CGI (?) and Wi-Lan (WIN-T).
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $0.020
Owned: Unknown

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